Microsoft Business Intelligence Development Studio 2008 Free Unduh – Microsoft Dynamics CRM 2011 – Develop Fetch XML-Based SSRS Reports in Visual Studio 2008 – TechNet Articles – United States (English) – TechNet Wiki
Microsoft Dynamics CRM 2011 supports two types of custom SSRS reports. One is the old fashioned way, using filtered views. Another new way is using Fetch XML. The previous version, Microsoft Dynamics CRM 4.0, only supported reports based on filtered views. These filtered views are accessed directly by writing TSQL.
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Microsoft Dynamics CRM 2011 Online has few differences from its on-premise cousin. One difference is that we cannot have SSRS reports based on filtered views. Microsoft Dynamics CRM 2011 Online only supports Fetch XML-based SSRS reports. This is because you do not have direct access to SQL Server with CRM 2011 Online. This is the complete opposite of the in-house version, where you have complete control and visibility over your CRM databases. So CRM 2011 supports both filtered views and Fetch XML-based SSRS reports, but CRM 2011 Online only supports Fetch-based SSRS reports.
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Fetch is a proprietary query language used in Microsoft Dynamics CRM. It is based on a schema that describes the capabilities of a language. The Fetch XML language supports query-like features such as query expressions.
Fetch XML-based reports are generated in the same way using SQL Server 2008 R2 BIDS (Business Intelligence Development Studio) or Visual Studio 2008. BIDS is an IDE (Integrated Development Environment) that only has SSRS report templates, while Visual Studio 2008 has all the prerequisites. project templates, including SSRS project templates. You also need an additional component to generate Fetch XML-based SSRS reports. The Microsoft Dynamics CRM 2011 Report Authoring Extension is required to write custom Fetch-based reports for Microsoft Dynamics CRM using Business Intelligence Development Studio.
In this blog I will create a simple Fetch XML based SSRS report in Visual Studio 2008. I assume you know how to upload a report file (*.rdl) to CRM 2011 and run the report with CRM.
1) I will develop a report on two customs entities. One of the custom units is Movie and the other is Genre. The report will display a list of movies based on the genre selection. Genre entries will be listed as a picklist (set of choices) report parameter.
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2) Below is a screen shot of the genre entries. Genre is the classification of movies. For example, a movie may fall under the Family or Thriller genre based on the story and content. Movies have N:1 relationship with genres.
3) I will be using Visual Studio 2008 to create an SSRS reporting solution. Then I will create a load based report in this solution.
4) In Visual Studio, click File > New > Project. This will open a new project window.
5) In the new project window, go to the Business Intelligence Projects section. Select the project type as Report Server Project. This SSRS project type will create an empty solution. I can then add a new report with data sources, datasets and queries.
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6) After creating the project, add the first item: report. Click Reports > Add > New Item. This will open the Add New Item window.
7) In the “Add new material” window, select a file of type “Report”. I will name this report “Movies by Genre”.
9) I will add the data source in the report. This is a connection to my SQL Server CRM database.
10) Below is the Data Source Properties window. Give a name and define a connection to the SQL Server CRM database.
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I named my data source “SQLConnection”. In the embedded links, select the type as “Microsoft Dynamics CRM Fetch”.
I cannot specify a direct connection to my SQL Server CRM database in the connection string. I need to specify the CRM organization for which this report will be run. Click OK and the data source is created with the name “SQLConnection”.
11) I will create a dataset for Genres. Since it’s a Fetch XML based report, the request to fetch genres will be Fetch XML. It cannot be TSQL using filtered views.
As I mentioned above, I will have Genre entries as a parameter of the picklist report. Based on the selection of the Genre, the recordings of the films belonging to that Genre will be displayed.
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For my blog, I’ll just download the Fetch XML generated automatically by advanced search. That way I can also show you how to get Fetch XML from advanced search. You don’t have to create Fetch XML from scratch. You can get the Fetch XML automatically generated from an advanced search and then modify it if necessary to suit your needs.
I will navigate to my CRM interface in Microsoft Internet Explorer. I will go to Genres records. In the upper right corner, I’ll click on the “Advanced Search” ribbon button. This will open the Advanced Search window.
12) In the Advanced Search window, by default there is an active status equation condition. We can add more terms. This condition is sufficient for my report. In the upper right corner, I’ll click the Download Fetch XML ribbon button.
13) This will give me the option to open or save the file. I will select Save As to save this file to my desktop. I will save this file as “GenreFetchXML.xml”.
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15) As we can see, Fetch XML is there and ready to use. If we need to modify the query, we can simply do it in notepad or use any text-based editor.
I want the Genre query to retrieve only the Name and GUID so that I can create a report parameter with a menu of all Genres. Fetch XML has 2 additional fields “createdon” and “createdby”. I will remove these 2 fields.
Just on a side note, as seen in Fetch XML, field names are logical names and not schema names. Logical names are equal to schema names, but always in lowercase. For more information about logical names and schema names, please read my blog:
After removing “createdon” and “createdby”, the final Fetch XML is shown below. I’ll copy this Fetch XML and paste it into the Genre dataset I’ll create next.
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16) I will go to my reporting project in visual studio. I’ll select Datasets and right click. I will select Add Dataset to create a new dataset.
17) This will open the Dataset Properties window. I will name my Genre dataset as “GetGenres”. I will choose the built-in data set option. I will select the data source as “SQLConnection”.
I will paste the copied Genre Fetch XML into the query field. This query is of Text type. Select OK to create this dataset.
19) Now I will create a report parameter based on the Genres database. Select Settings and right-click to add a new setting.
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20) This will open the Report Parameter Properties window. I will name the parameter as “Genre”. I will give the prompt as “Select Genre”. The data type is text.
21) In the Available Values section, select the Get Values from Query option. We’ll define the parameter source for this report, which in my case is the Genres dataset. I’ll put GetGenres in the database. The value of the report parameter will be the GUID of the genre and the label will be the name of the genre.
22) In “Default Values”, select “No default value” option. I don’t want the report to have any pre-selected default genre. Click OK to save the report setting.
24) I will create my second data set which is for movies. This database will feed the report screen. Again, I’ll take the same approach by creating a Fetch XML for movies using an advanced search.
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I’ll go to my CRM Movies recordings. I’ll click the Advanced Find ribbon button on the top right.
25) This will open the Advanced Search window. I will remove the optional fields. I can achieve this by clicking Edit Columns.
26) This will open the Edit Columns window. I’ll remove the last three columns, Number in Row, Created by, and Created by, because I don’t need them. Select each of the three columns and click the Remove button. Click OK.
27) After removing the optional columns, I will download the Fetch XML. I’ll click the “Download Fetch XML” ribbon button on the top right.
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28) This will give me the option to open or save the file. I will select Save As to save this file to my desktop. I will save this file as “MovieFetchXML.xml”.
30) As you can see the Movie Fetch XML has the columns I selected. I will copy this Movie Fetch XML and use it in the Movies dataset.
32) This will open the Dataset Properties window. This is the same way we created the Genre database. I will name the new database as “GetMovies”. I will select the data source as “SQLConnection”. In the query, I’ll paste the Movie Fetch XML I copied earlier. Click OK.
34) I will add a table to my report. This table is a layout where my movie recordings will be displayed.
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I’ll click on the Toolbox,
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